The Zandbergen Group
Discover True Wealth
Sophisticated financial planning and investment solutions that are specifically aligned with your interest and goals
The Zandbergen Group
Discover True Wealth
Sophisticated financial planning and investment solutions that are specifically aligned with your interest and goals
The Zandbergen Group
True wealth is about having a purpose and giving freely, it’s about leaving a legacy and making a difference, and it’s about time well-spent and knowing that you have lived life to the fullest.
Bart A. Zandbergen & Letitia S. Berbaum
A Distinct Client Experience
We understand that you deserve more than a cookie-cutter approach. Our team approaches each component of the wealth management process with an extraordinary level of attention to your personal needs that maximize time, relationships, health, and money.
Achieve Freedom to Live Well
Our unique, client-centered process is a successful process we have used for over 30 years with hundreds of clients. You created your wealth through your life accomplishments, now we are here to help you protect, grow, and live out that fulfilled life.
Transform Your Financial Future
We deliver custom-tailored solutions to our clients within the context of the highest fiduciary standards, and our team is committed to transparency, honesty, and the highest level of ethics.
How Can We Help You?
We strive to help you realize your financial goals through integrity, commitment, and genuine caring for your wellbeing and financial peace of mind.
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Wealth Management
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Family Office
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True Wealth Planning
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Estate & Legacy Planning
Preserve & grow your wealth with solutions tailored to your needs
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Retirement Planning
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Tax Planning
Gain a tax efficient perspective for comprehensive planning
Why Choose Us?
Investment Advisers are fiduciaries which means we are legally and ethically required to act in your best interests and have a duty to preserve good faith and trust.
With almost 3 decades of wealth management experience, Bart Zandbergen, CFP ®, was named to Forbes’ Best-in-State Wealth Advisors list for 2020
As fee-based advisors, we do not receive commission from investments, funds, or securities. So, you never have to worry about being “sold” anything that is not in your best interest.
Genuine wealth management takes a holistic view of all aspects of your financial goals related to retirement, family, travel, investments, cash flow, real estate, estate planning, and charitable giving.
We have vast experience in working with high-net worth individuals and families. We understand that as a high-net worth individual, you have distinctive needs that include financial and estate planning, investing and wealth transfer.
